MCP tool

use_saved_buyer_profile

Use saved buyer profile

Return the authenticated user's saved Capbench buyer profile (liquidity band, target industries, geography, timeline, verification status). Use before personalized analysis so answers reflect the real buyer. Requires the user to have connected Capbench.

Input

This tool takes no arguments.

Example call

Load the connected buyer's profile.

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "use_saved_buyer_profile",
    "arguments": {}
  }
}

POST to https://www.capbench.com/api/mcp.

Output

Personalized results computed from the authenticated user's own saved Capbench buyer profile (and any deal facts passed). Read tools return analysis; write tools confirm the change. Until the user connects Capbench, the tool returns an authentication/connect prompt instead.

Example response

Every result is wrapped in the standard CapBench envelope — same canonical_url, data_freshness, methodology, source_summary, caveats, and citation as the REST API.

{
  "ok": true,
  "canonical_url": "https://www.capbench.com/prequalify",
  "data_freshness": {
    "sba_records_through": "2026-05-31",
    "fdic_records_through": "2026-03-31",
    "dealroom_last_updated": "2026-06-21",
    "timezone": "America/Chicago"
  },
  "source_summary": [
    "Public SBA 7(a) loan records",
    "FDIC institution data",
    "CapBench lender and franchise enrichment"
  ],
  "results": null,
  "caveats": [
    "CapBench data is market intelligence, not a credit decision or SBA eligibility determination."
  ],
  "citation": {
    "label": "CapBench SBA Intelligence",
    "url": "https://www.capbench.com/prequalify",
    "source_type": "CapBench Data"
  }
}

Caveats

• Requires the user to connect Capbench in ChatGPT (OAuth). Write tools also require explicit user confirmation (user_confirmed: true).
• Estimates are heuristics from public SBA benchmarks plus the buyer's profile — not a credit decision or SBA eligibility determination.